MELVYN & IRENE GREENSTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MELVYN & IRENE GREENSTEIN FAMILY FOUNDATION INC (EIN 65-0882483)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349100129
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:32:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813257498 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A MARTINEZ & ASSOCIATES CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5794 SW 40 ST 203 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650882483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVYN & IRENE GREENSTEIN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 3056665772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5990 SW 130 TERRACE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVYN GREENSTEIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056665772 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELVYN | PersonFirstNm |
| Person Last | GREENSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANA L MARTINEZ CPA | PreparerPersonNm |
| PTIN | P00574616 | PTIN |
| Phone | 7868642560 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,580,542 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,671 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $154,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,770 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,488 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,488 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,782 | CashBOYAmt |
| Cash EOY | $58,794 | CashEOYAmt |
| Cash EOYFMV | $58,794 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $15,330 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $411,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $431,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,206,068 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,203,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,320,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,315,680 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,266 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,780,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,809,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,580,542 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,191 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,414 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,414 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,763,979 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,799,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,763,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,780,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,809,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,763,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,799,504 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,799,504 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,068 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,068 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $104 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MELVYN IRENE GREENSTEIN | IndividualWithBooksNm |
| Phone | 3056655772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5990 SW 130 TERRACE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELVYN GREENSTEIN | ||||||||
| 5990 SW 130 TERRACE | MIAMI | FL | 33156 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| IRENE GREENSTEIN | ||||||||
| 5990 SW 130 TERRACE | MIAMI | FL | 33156 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| JILL S GREENSTEIN | ||||||||
| 5990 SW 130 TERRACE | MIAMI | FL | 33156 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BRUCE GREENSTEIN | ||||||||
| 5990 SW 130 TERRACE | MIAMI | FL | 33156 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,523,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,585,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,585,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,546,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,068 | TotalTaxAmt |
| Distributable Before Adj | $125,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,488 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $113,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $20,865 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,466 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $28,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,781 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,781 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,084 | ExcessFromYear3Amt |
| Excess From Year2 | $7,466 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IRENE GREENSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5990 SW 130TH TERRACE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056665772 | RecipientPhoneNum |
| Form And Info And Materials | SIMPLE LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS SHOULD BE FOR RELIGIOUS, LITERARY AND SCIENTIFIC PURPOSES. EXEMPT UNDER IRC 501(C)3 OF 1986 AND AS AMENDED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| CHABAD HOUSE OF CUTLER BAY | ||||||
| 20557 OLD CUTLER ROAD | CUTLER BAY | FL | 33189 | RELIGIOUS | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $86,901 |
| CONSUMERS REPORT | ||||||
| P O BOX 96937 | WASHINGTON | DC | 200906937 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $18 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| GIVE KIDS THE WORLD | ||||||
| 210 BASS ROAD | KISSIMMEE | FL | 34746 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AK | 72202 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $300 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | ||||||
| 80 MAIN STREET STE 380 | WEST ORANGE | NJ | 07052 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| JSDD | ||||||
| 270 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $2,500 |
| MAGEN DAVID ADOM (AFMDA) | ||||||
| 20 W 36 STREET STE 1100 | NEW YORK | NY | 10018 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| MAN CAVE HEALTH | ||||||
| 600 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,100 |
| MICHAEL J FOX FOUNDATION PARKINSON RESEARCH | ||||||
| GRAND CENTRAL STATION P O BOX 4777 | NEW YORK | NY | 10163 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BLVD STE 200B | SAN RAFAEL | CA | 94903 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| NATIONAL OSTEOPOROSIS FOUNDATION | ||||||
| 251 18TH STREET S SUITE 630 | ARLINGTON | VA | 22202 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,500 |
| SHRINER'S HOSPITAL | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| SUPPORT SAMAR SCHOOLS INC | ||||||
| 10097 SW 77TH COURT | MIAMI | FL | 33156 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $5,000 |
| THE FLORIDA SCHOOL FOR THE DEAFBLIND | ||||||
| 207 SAN MARCO AVE | ST AUGUSTINE | FL | 32084 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| THE NATURE CONSERVANCY | ||||||
| P O BOX 1557 | MERRIFIELD | VA | 221169591 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $25 |
| THE SEEING EYE | ||||||
| 10 WASHINGTON VALLEY RD | MORRISTOWN | NJ | 07962 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| THE SURVIVOR MITZVAH PROJECT | ||||||
| 2658 GRIFFITH PARK BLVD STE 299 | LOS ANGELES | CA | 90039 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| TOURETTE ASSOCIATION OF AMERICA | ||||||
| 42-40 BELL BLVD STE 205 | BAYSIDE | NY | 11361 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| TUNNEL 2 TOWERS FOUNDATION | ||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| WORLD WILDLIFE FEDERATION | ||||||
| 1251 24TH ST NW | WASHINGTON | DC | 20038 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $144 |
| WOUNDED WARRIOR PROJECT | ||||||
| P O BOX 758517 | TOPEKA | KS | 666758517 | PC | TO HELP FURTHER THE PROGRESS OF THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,488 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $99 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $154,647 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $154,746 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,746 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | LINE 3-THE INTEREST RECEIVED HELPS INCREASE THE CASH AVAILABLE IN THE FOUNDATION WHICH IS USED TO CONTRIBUUTE TO DONEE ORGAINZATIONS HELPING THEM TO MEET THEIR CHARITABLE OBJECTIVES. |
| 4 | LINE 4-THE DIVIDENDS RECEIVED HELPS INCREASE THE CASH AVAILABLE IN THE FOUNDATION WHICH IS USED TO CONTRIBUUTE TO DONEE ORGAINZATIONS HELPING THEM TO MEET THEIR CHARITABLE OBJECTIVES. |
| 7 | LINE 7-THE OTHER INVESTMENT INCOME REPRESENTS MISCELLANEOUS INCOME UTILIZED TO FURTHER CHARITABLE GOALS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHS BERKSHIRE HATHAWAY | $80,577 | $370,680 |
| SHS OF IMPERIAL METALS CORP | $48,050 | $20,283 |
| SHS OF BANK OF AMERICA | $171,874 | $551,314 |
| UNITS OF AMERICAN INTL GROUP | $103,468 | $226,589 |
| SHS OF AMERICAN INTERNATIONAL GROUP | $27,152 | $37,202 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RECEIVABLES FUNDINGS LLC | AT COST | $250,002 | $250,002 |
| BP SLL TRUST SERIES SPL III | AT COST | $297,409 | $297,409 |
| CREIF II | AT COST | $102,151 | $102,151 |
| CLIFFWATER CORPORATE LENDING FUND CLASS I | AT COST | $670,441 | $666,118 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $8,266 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $11 | $0 | $0 |
| LICENSES & PERMITS | $61 | $0 | $0 |
| SUPPLIES | $85 | $0 | $0 |
| BANK CHARGES | $132 | $0 | $0 |
| GIFTS | $451 | $0 | $0 |
| OTHER EXPENSES | $2,925 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INCOME TAXES PAYABLE | $511 | $68 |
| CREDIT CARDS - PAYABLE | $15,680 | $10,346 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $2,068 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |